ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,176 Value ($000) $536 Avg Close — Range —
Q3 2025
Shares 2,251 Value ($000) $545 Avg Close — Range —
Q2 2025
Shares 2,277 Value ($000) $491 Avg Close — Range —
Q1 2025
Shares 2,277 Value ($000) $454 Avg Close — Range —
Q4 2024
Shares 2,299 Value ($000) $508 Avg Close — Range —
Q3 2024
Shares 2,299 Value ($000) $508 Avg Close — Range —
Q2 2024
Shares 2,299 Value ($000) $466 Avg Close — Range —
Q1 2024
Shares 2,298 Value ($000) $483 Avg Close — Range —
Q4 2023
Shares 2,298 Value ($000) $461 Avg Close — Range —
Q3 2023
Shares 2,298 Value ($000) $406 Avg Close — Range —
Q2 2023
Shares 2,298 Value ($000) $430 Avg Close — Range —
Q1 2023
Shares 2,298 Value ($000) $410 Avg Close — Range —
Q4 2022
Shares 2,298 Value ($000) $401 Avg Close — Range —
Q3 2022
Shares 2,298 Value ($000) $379 Avg Close — Range —
Q2 2022
Shares 2,298 Value ($000) $389 Avg Close — Range —
Q1 2022
Shares 2,298 Value ($000) $477 Avg Close — Range —
Q4 2021
Shares 1,498 Value ($000) $333 Avg Close — Range —